Satovsky Asset Management, LLC
www.satovsky.comSatovsky Asset Management (SAM) was established as an independent boutique wealth management firm in 2007 to align mindfulness with financial wealth advisory through investor education, long-term portfolio solutions and a deep commitment to meaningful relationships. Our holistic approach brings together behavioral coaching, financial planning, and investment management to develop investor habits and strategies for long-term abundance and peace of mind.
Read moreSatovsky Asset Management (SAM) was established as an independent boutique wealth management firm in 2007 to align mindfulness with financial wealth advisory through investor education, long-term portfolio solutions and a deep commitment to meaningful relationships. Our holistic approach brings together behavioral coaching, financial planning, and investment management to develop investor habits and strategies for long-term abundance and peace of mind.
Read moreCountry
State
New York
City (Headquarters)
New York City
Employees
11-50
Founded
2007
Estimated Revenue
$5,000,000 to $10,000,000
Social
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Chief Investment Officer
Email ****** @****.comPhone (***) ****-****Founder and Chief Behavioral Coach
Email ****** @****.comPhone (***) ****-****Head of Private Wealth , Chief Compliance Officer
Email ****** @****.comPhone (***) ****-****Wealth Strategist
Email ****** @****.comPhone (***) ****-****
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